TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

Techtalk

MONEY PURCHASE PENSIONS & INHERITANCE TAX PLANNING

A summary of the IHT benefits that may be accessible via a personal pension and beneficiary drawdown.
 

CAPPED DRAWDOWN – ONGOING OPPORTUNITIES

A reminder of the planning opportunities for existing capped drawdown clients with an outline of the capped drawdown rules.

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DRAWDOWN AND THE 2ND LIFETIME ALLOWANCE TEST

The second lifetime allowance test for drawdown needs to be considered when crystallising funds and deciding whether to take withdrawals or not. We look at the important aspects for pension savers.

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LIFE-CHANGING HEALTH EVENTS – A COSTLY DIAGNOSIS

We consider the implications of the MacMillan Cancer Support’s ‘Cancer – a costly diagnosis’ report for protection and the wider financial services industry.

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LTA & MPAA PLANNING WITH SMALL POTS

Using the small pots rules to withdraw up to £30,000 from pensions without using up LTA or triggering the MPAA.

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DRAWDOWN – YOUR QUESTIONS ANSWERED

A summary of recently asked questions about drawdown following the Freedom & Choice reforms.

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ENGAGEMENT THE FOCUS AS EMPLOYERS SEEK STABILITY IN WORKPLACE PENSIONS

Workplace pensions insights from the recent CBI/Scottish Widows pension survey.

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RELEVANT LIFE FAQS

A round up of frequently asked questions and answers exploring how relevant life cover offers a tax-efficient, flexible approach to providing employee benefits.

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